Posts by angelicacomahig
Designing Dream Trips: Tips from an Expert
Have you thought about your “Dream Trip”? Retirement is the perfect time to embark on unforgettable adventures. We spoke with Molly Glasgow, a luxury travel specialist, to get some advice…
Read MoreJanuary 27, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read More2025 Economy Considerations
The economic outlook for 2025 has many individuals, businesses, and investors contemplating the future. With political shifts, market trends, and global changes influencing our financial landscape, the coming year promises…
Read MoreJanuary 24, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read More5 Things to Know About Medicare Advantage Open Enrollment Period for Retirement
Medicare Advantage Open Enrollment is an essential period for anyone currently enrolled in Medicare Advantage plans or considering switching plans. This period, which runs annually from January 1 to March…
Read MoreJanuary 13, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read More2025 – Common Deductible Charitable Gifts in Retirement
As we step into 2025, many individuals are re-evaluating their goals and aspirations for the new year. For those inclined towards philanthropy, understanding the tax implications and strategies behind charitable…
Read MoreJanuary 6, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read More2025: Important Financial Numbers in Retirement
As we step into 2025, it’s essential to stay informed about key financial updates that could impact your planning for the year ahead. Each year brings adjustments to important metrics…
Read MoreDecember 30, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
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